Tax Director, Real Estate

About the Role

We are seeking an experienced Tax Director to help lead our Real Estate Tax practice in Charleston, SC. The Director will play a key role in the delivery of exceptional experiences for our clients and our people, acting as a trusted advisor to further your community, grow your career, and contribute to the success of the broader team.

Through our tailored leader development program, dedicated mentors, our alliance with BDO USA, and access to leaders from six offices across the state, WebsterRogers offers an unmatched opportunity to develop your career in alignment with your specific goals. Our people are our priority, with initiatives like ongoing commitment to development, excellent opportunities for advancement, flexible work options, and community involvement.

Responsibilities

• Manage and oversee the tax compliance process for real estate partnerships, including the preparation and review of federal and state income tax returns, estimates, and extensions.
• Ensure accurate and timely filing of all tax returns and related forms, including Form 1065 and K-1s.
• Manage financial performance of engagements, including billing and budget for assigned projects.
• Lead and manage client engagements from start to finish, ensuring completion within defined budget and timeline.
• Provide continuous and proactive communication with clients, striving to exceed expectations.
• Identify opportunities to improve tax operations and offer thoughtful solutions and enhancements to processes.
• Coordinate with team members on all phases of a tax engagement.
• Provide timely and constructive feedback, training, and mentoring to leveraged team members based on review of work.
• Own the financial performance of engagements, including billing and budget for assigned projects.
• Contribute to practice development efforts by garnering referrals and engaging with the Charleston community to represent WebsterRogers and explore market growth opportunities.
• Stay up to date with tax law changes and accounting-related developments and best practices.

Requirements

• BA/BS in Accounting.
• CPA required.
• 12+ years of progressive experience in public accounting reviewing both individual and business taxation.
• 3+ years of experience in tax management, real estate, partnerships, and Form 1065.
• Excellent written and verbal communication skills with the ability to articulate complex information.
• Excellent problem-solving and analytical skills.
• Experience managing multiple client engagements and teams.

Benefits

• Flexible options in hours and capability to work in-office and remote.
• Flexible “dress for the day” policy.
• Competitive compensation and performance bonus eligibility.
• Comprehensive benefits package including 401k match and parental leave.
• Employee Wellness Programs.
• Industry-leading PTO with 4 weeks to start + holidays and a full week of vacation for the week of July 4th.
• Consistently growing organization, presenting opportunities to advance your career.
• Tailored and funded opportunities for development, mentorship, training, industry engagement, and community involvement.
• Team retreats.
• Diverse work engagements.
• Ability to coach and mentor junior team members.
• An open-door policy in access to leadership.
• Opportunity to grow and shape the future of WebsterRogers.